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Inspire Small/Mid Cap Impact ETF
ISMD

Overview Fund Activity

72 hedge funds and large institutions have $125M invested in Inspire Small/Mid Cap Impact ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
8
Increased
30
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GS
1
GTS Securities
New York
$1.57M
2
IA
2
Inspire Advisors
Idaho
$50.1M
3
IA
3
IFP Advisors
Florida
$967K
4
LPL Financial
4
LPL Financial
California
$6M
5
UBS Group
5
UBS Group
Switzerland
$2.04M

Top Sellers

1
OFS
1
OneAscent Financial Services
Alabama
$0
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$2.1M
3
EWA
3
EverSource Wealth Advisors
Alabama
$1.36M
4
PFG
4
PAX Financial Group
Texas
$9.68M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
1
Inspire Advisors
Idaho
$50.1M 1,322,735 +31,989 +2%
PFG
2
PAX Financial Group
Texas
$9.68M 255,288 -13,349 -5%
CW
3
CreativeOne Wealth
Kansas
$9.26M 244,210 +8,340 +4%
II
4
Inspire Investing
Idaho
$8.1M 213,778 +5,436 +3%
LPL Financial
5
LPL Financial
California
$6M 158,336 +22,594 +17%
LWAM
6
Legacy Wealth Asset Management
Minnesota
$5.41M 142,851 +1,165 +0.8%
LI
7
LVZ Inc
Michigan
$2.98M 78,574 -1,907 -2%
ACM
8
AlphaStar Capital Management
North Carolina
$2.52M 66,406 -5,698 -8%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$2.1M 55,351 -50,926 -48%
UBS Group
10
UBS Group
Switzerland
$2.04M 53,703 +20,759 +63%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.78M 46,846 -64 -0.1%
SFSG
12
Sound Financial Strategies Group
Mississippi
$1.57M 41,538 +3,066 +8%
GS
13
GTS Securities
New York
$1.57M 41,406 +41,406 New
TPI
14
Trust Point Inc
Wisconsin
$1.38M 36,477 +304 +0.8%
EWA
15
EverSource Wealth Advisors
Alabama
$1.36M 35,830 -14,451 -29%
FAM
16
Frontier Asset Management
Wyoming
$1.32M 34,948 +420 +1%
BFS
17
Bare Financial Services
Pennsylvania
$1.25M 32,982 -9,185 -22%
FAIM
18
Financial Advocates Investment Management
Washington
$1.13M 29,882 +44 +0.1%
Goldman Sachs
19
Goldman Sachs
New York
$1.05M 27,614 – –
KOC
20
Koss-Olinger Consulting
Florida
$995K 26,255 -5,121 -16%
CFD
21
Creative Financial Designs
Indiana
$967K 25,508 +3,765 +17%
IA
22
IFP Advisors
Florida
$967K 25,502 +24,986 +4,842%
BAM
23
Belpointe Asset Management
Nevada
$742K 19,567 +1,397 +8%
SB
24
Strategic Blueprint
Georgia
$708K 18,674 -249 -1%
WDL
25
Well Done LLC
Michigan
$654K 17,260 – –
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